|
1
|
Geode Capital Management
Boston,
Massachusetts
|
$503K
|
+$346K
|
+149,826
|
+255%
|
|
|
2
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$482K
|
+$461K
|
+200,000
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$389K
|
+$366K
|
+158,576
|
+5,777%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$375K
|
+$72.6K
|
+31,475
|
+25%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$321K
|
+$308K
|
+133,334
|
New
|
|
|
6
|
Advisory Research
Chicago,
Illinois
|
$241K
|
+$231K
|
+100,000
|
New
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$241K
|
+$231K
|
+100,000
|
New
|
|
|
8
|
Kestra Private Wealth Services
Austin,
Texas
|
$162K
|
+$6.69K
|
+2,900
|
+4%
|
|
|
9
|
Baker Avenue Asset Management
San Francisco,
California
|
$161K
|
+$154K
|
+66,668
|
New
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$157K
|
+$110K
|
+47,800
|
+274%
|
|
|
11
|
Cannon Financial Strategists
Athens,
Georgia
|
$150K
|
–
|
–
|
–
|
|
|
12
|
Bank of New York Mellon
New York
|
$117K
|
+$72.4K
|
+31,406
|
+182%
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$114K
|
+$109K
|
+47,325
|
New
|
|
|
14
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$103K
|
+$99K
|
+42,900
|
New
|
|
|
15
|
D'Orazio & Associates
Falls Church,
Virginia
|
$79.5K
|
–
|
–
|
–
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$59.2K
|
-$5.77K
|
-2,500
|
-9%
|
|
|
17
|
|
$56.9K
|
+$4.57K
|
+1,979
|
+9%
|
|
|
18
|
Charles Schwab
San Francisco,
California
|
$35K
|
+$33.5K
|
+14,543
|
New
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$31.3K
|
+$29.9K
|
+12,983
|
New
|
|
|
20
|
SMART Wealth
Omaha,
Nebraska
|
$31.3K
|
+$29.9K
|
+12,983
|
New
|
|
|
21
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$24.1K
|
+$23.1K
|
+10,000
|
New
|
|
|
22
|
FNY Investment Advisers
New York
|
$24K
|
+$23.1K
|
+10,000
|
New
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$24K
|
+$23.1K
|
+10,000
|
New
|
|
|
24
|
|
$21.5K
|
+$7.52K
|
+3,262
|
+58%
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$12.4K
|
-$85
|
-37
|
-0.7%
|
|
